Sales Order Workflow

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When processing a sales order in ecomdash, there are a few steps your order will progress through:

• Creation
• Processing
• Post-Fulfillment

Creation

Sales orders can be created in ecomdash in several different ways:

1. Order Import: The auto import sales orders feature allows ecomdash to automatically receive order updates from your integrated sales channels.
2. Manual Order Creation: Individual sales orders can be manually created in ecomdash.
3. Order File Upload: If you sell products on a sales channel that ecomdash does not have an integration with, you can upload your sales orders via a CSV file.

Processing

Once the sales order has been created, order processing will begin in ecomdash. There are many steps involved in processing orders:

1. Warehouse Assignment: When a sales order is created in ecomdash, there are a few factors used to decide where the order will be allocated. Warehouse assignment is determined at the line item level, which means different items on an order can be assigned to different warehouses for fulfillment.
1. Storefront Overrides
2. Pinned Warehouse
3. Warehouse Exclusions
4. Geo-Location
5. Warehouse Priorities
6. Catchall
2. Inventory Reduction: Once the items on the order have each been assigned to the appropriate warehouse(s), ecomdash will reduce inventory from the specific location(s). If auto sync has been enabled for your products, we’ll also update your sales channels with the new quantity.
3. Fulfillment: When sales orders are ready to be fulfilled, you’ll see them on the Paid orders screen. There are several fulfillment options available:
1. Self-Fulfillment: If you’re shipping orders yourself, you can print labels within your ecomdash account with your integrated carriers. Once a label is generated, we’ll receive tracking information directly from the carrier. You can also generate labels through a service outside of ecomdash and manually input the tracking information in ecomdash.
2. Dropshipping/3PL: If you have dropship suppliers or 3PLs set up in your ecomdash account, we can automatically forward sales orders to your suppliers and import tracking updates via FTP/SFTP.
3. Fulfilled by Amazon: If you use an FBA warehouse to fulfill sales orders, we can automatically route those orders to Amazon. Once fulfilled, we’ll receive the tracking details and update your integrated sales channel.
4. Purchase Order Fulfillment: Once a sales order has been created, you can place an order with your supplier.
5. Work Order Fulfillment: After you receive a new order, you can use our work order feature to assemble the product.

Post-Fulfillment

Once the sales order has been shipped, it will be marked as complete. There are many ways to complete an order in ecomdash:

1. Manual: If you’re not using ecomdash to ship the order, you can manually mark it as complete.
2. Shipping Update: When a shipping label is generated in your ecomdash account, the order will be automatically moved to a complete status. If you generate the shipping label outside of ecomdash and enter tracking and carrier information for the order in your account, we’ll also mark the order as complete.
3. Storefront Completion: If an order gets marked as complete on your sales channel prior to being completed in ecomdash, we’ll receive the update and mark the order as complete in our system.

If you need additional assistance, we’re here to help. You can always -

• Reach out to support@ecomdash.com.
• Chat with a live agent within your ecomdash account.
• Schedule a call with a product specialist - available to all pro plan users.